ISh IBds (Switzerland) Performance
| 27IT Etf | 5.15 0.00 0.00% |
The etf retains a Market Volatility (i.e., Beta) of 0.0168, which attests to not very significant fluctuations relative to the market. As returns on the market increase, ISh IBds' returns are expected to increase less than the market. However, during the bear market, the loss of holding ISh IBds is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days iSh iBds Dec27 has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly stable basic indicators, ISh IBds is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
ISh |
ISh IBds Relative Risk vs. Return Landscape
If you would invest 516.00 in iSh iBds Dec27 on October 4, 2025 and sell it today you would lose (1.00) from holding iSh iBds Dec27 or give up 0.19% of portfolio value over 90 days. iSh iBds Dec27 is generating negative expected returns and assumes 0.1442% volatility on return distribution over the 90 days horizon. Simply put, 1% of etfs are less volatile than ISh, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
ISh IBds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for ISh IBds' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iSh iBds Dec27, and traders can use it to determine the average amount a ISh IBds' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0217
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 27IT |
Estimated Market Risk
| 0.14 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average ISh IBds is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of ISh IBds by adding ISh IBds to a well-diversified portfolio.
| iSh iBds Dec27 generated a negative expected return over the last 90 days |